Matthew T. Russell

MTR FINANCIAL SERVICES

Kingwood, TX 77339

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CRD#: 5634348

Professional summary

Matthew Thomas Russell, CFP® is a registered financial advisor currently at MTR FINANCIAL SERVICES, LLC located in Kingwood, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Russell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

November 20, 2012 - Present

MTR FINANCIAL SERVICES, LLC

Office #1: 900 Rockmead Drive Suite 151, Kingwood, TX 77339

RIA

CRD#: 149078

Kingwood, TX

Past

January 26, 2009 - December 31, 2010

MTR FINANCIAL SERVICES, LLC

RIA

CRD#: 149078

KINGWOOD, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/20/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MTR FINANCIAL SERVICES, LLC

MTR FINANCIAL SERVICES, LLC | NAME 608

CRD#: 149078 / SEC#:

Texas

Registered Investment Advisory firm - (11/20/2012 Approved)

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Contact information

Main Address

900 Rockmead Drive Suite 151, Kingwood, TX 77339

Mailing Address

Phone number

(281) 913-1844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 109,176,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew T. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MTR FINANCIAL SERVICES, LLC

MTR FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

MTR FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MTR FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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